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Associate, Impact Investing – BMO Global Asset Management

Website BMO

Bank | Asset Manager

BMO Impact Growth Fund Overview

Bank of Montreal created the $350M Impact Growth Fund (IGF) to invest in companies with technologies, products and solutions that will drive positive environmental outcomes. IGF is part of BMO’s broader sustainability initiatives including carbon neutrality since 2010 and the mobilization of $330 billion for sustainable finance through 2023.

Primary Responsibility

Assist in the evaluation, execution and management of IGF investments.

Key Accountabilities

40-50% Transaction execution (analysis, due diligence, valuation, preparing investment memoranda)

20-30% Industry analysis and opportunity identification, screening of potential deals

15-20% Portfolio management and value creation

10-15% Impact measurement and analysis

Knowledge And Skills 

  • Undergraduate degree with a focus on business, economics, finance/accounting, or other relevant degree; MBA or other graduate degree a plus 
  • 2-4 years of relevant business experience, preferably in an investment banking or equivalent role at a global financial institution or comparable industry (e.g., management consulting with a relevant focus in due diligence and private equity work) 
  • Highly developed transaction execution skills (market and financial analysis, due diligence, valuation, preparing investment memoranda, closing and other supporting activities) 
  • Robust financial modeling capabilities, including financial projection models as well as other financial analyses; ability to build entire models as well as assess and adjust others’ models 
  • Highly organized with a proven ability to manage and deliver at the same time on multiple projects with varying levels of urgency, sensitivity and importance 
  • Prior experience with venture capital, growth equity, technology, and/or impact investing (including the measurement, analysis and reporting of impact) a plus 
  • Experienced and confident interacting at all levels, including with senior management 
  • Communicates effectively in writing and verbally

This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

Compensation and Benefits:

$95,200.00 – $176,400.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.